Charitable gift annuities (CGAs) shows People Sitting Around a Poster on the Floor that Talks about Charity, Hope, and Giving.

January 3, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where the donor receives a regular payment for life based on the value of assets transferred to Read More...
Multiple people putting coins in a piggybank inCrowdfunding

August 22, 2022

Presented by Kevin M. Curley, II, CFP®: As fall quickly approaches, so do the seasons of giving thanks, giving gifts, and for many, giving back. In Read More...
Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

May 2, 2022

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Read More...
Last-Minute Charitable Giving Opportunities

December 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: December is the year-end “giving season,” when many people consider using their Read More...
Charitable Giving volunteers taking selfie.

November 13, 2020

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One of the first things people think when they hear a charity’s call to action is, “How can I Read More...
Guide to Planning a Charitable Bequest with woman giving a coat to an elderly woman.

August 17, 2020

A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization. Read More...